Capstone Triton Financial Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $260K | Sell |
|
|||||
|
2025
Q2 | $260K | Buy |
|
|||||
|
2024
Q4 | $303K | Hold |
|
|||||
|
2024
Q3 | $298K | Sell |
|
|||||
|
2024
Q2 | $283K | Sell |
|
|||||
|
2024
Q1 | $287K | Hold |
|
|||||
|
2023
Q4 | $284K | Sell |
|
|||||
|
2023
Q3 | $319K | Sell |
|
|||||
|
2023
Q2 | $338K | Sell |
|
|||||
|
2023
Q1 | $361K | Sell |
|
|||||
|
2022
Q4 | $388K | Sell |
|
|||||
|
2022
Q3 | $406K | Hold |
|
|||||
|
2022
Q2 | $431K | Hold |
|
|||||
|
2022
Q1 | $457K | Sell |
|
|||||
|
2021
Q4 | $545K | Hold |
|
|||||
|
2021
Q3 | $578K | Sell |
|
|||||
|
2021
Q2 | $575K | Sell |
|
|||||
|
2021
Q1 | $561K | Buy |
|
|||||
|
2020
Q4 | $435K | Buy |
|